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Pacific Excel Wealth Advisors, Inc.

SEC CIK
0002110884
Latest filing
Jul 6, 2026

MO holding history

Altria Group, Inc. in every 13F filed by Pacific Excel Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MO overviewAll 13F holders of MOFull Q2 2026 holdings

Shares (Q2 2026)
9,867
Value
$709.9K
% of portfolio
0.3%
Quarters held
1
Since Q2 2026
Holdings of MO by Pacific Excel Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,867$709.9K0.3%+9,867NewHolders